Plante Moran Financial Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $302K | Buy |
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|
2025
Q2 | $172K | Sell |
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|
2025
Q1 | $417K | Buy |
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|
2024
Q4 | $348K | Sell |
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|
2024
Q3 | $355K | Buy |
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|
2024
Q2 | $304K | Sell |
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|
2024
Q1 | $303K | Buy |
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|
2023
Q4 | $275K | Buy |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $252K | Hold |
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|
2023
Q1 | $259K | Sell |
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|
2022
Q4 | $386K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $579K | Buy |
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|
2021
Q4 | $306K | Sell |
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|
2021
Q3 | $384K | Buy |
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|
2021
Q2 | $378K | Buy |
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|
2021
Q1 | $345K | Buy |
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|
2020
Q4 | $382K | Buy |
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|
2020
Q3 | $371K | Buy |
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|
2020
Q2 | $137K | Hold |
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|
2020
Q1 | $121K | Hold |
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|
2019
Q4 | $117K | Sell |
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|
2019
Q3 | $199K | Buy |
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|
2019
Q2 | $82K | Sell |
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|
2019
Q1 | $151K | Sell |
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|
2018
Q4 | $151K | Buy |
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|
2018
Q3 | $139K | Hold |
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|
2018
Q2 | $147K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2K | Sell |
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|
2015
Q3 | $74K | Hold |
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|
2015
Q2 | $78K | Sell |
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|
2015
Q1 | $424K | Hold |
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|
2014
Q4 | $423K | Sell |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $1.61M | Buy |
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|
2014
Q1 | $1.55M | Sell |
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|
2013
Q4 | $1.58M | Buy |
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|
2013
Q3 | $49K | Hold |
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|
2013
Q2 | $46K | Buy |
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